Retirement Relationship Manager

Remote

Full Time

Experienced

About Navia Benefit Solutions:
We’re a people first benefit administrator that relies on a fast-growing team of creative thinkers, problem-solvers, and go-getters to bring our participant and client experience to the next level. Our mission? To create better lives and provide a simple and amazing benefits experience. If you love providing excellent service, innovating the way benefits are administered, and being part of an inclusive workplace community, you’ll fit right in.

About the Role:
The Retirement Relationship Manager serves as the primary strategic advisor and relationship lead for an assigned portfolio of retirement plan clients. This role is responsible for deepening client relationships, delivering consultative retirement plan guidance, ensuring operational excellence, and driving overall client satisfaction and retention.
Acting as the face of Navia Retirement, the Relationship Manager partners closely with plan sponsors, financial advisors, payroll providers, and internal service teams to deliver a seamless client experience across recordkeeping, compliance, fiduciary support, and participant engagement.
This position blends relationship management, retirement plan consulting, and business development. Successful candidates are trusted advisors who proactively identify opportunities, solve problems, improve plan outcomes, and reinforce the value of Navia’s integrated Health & Wealth platform.

What You’ll Do:

Client Relationship Management

Serve as the senior relationship owner and primary point of contact for assigned retirement plan clients and their advisors.
Build executive-level relationships with key client stakeholders, HR leaders, finance teams, and ownership groups.
Conduct regular service reviews, stewardship meetings, and strategic planning discussions.
Deliver proactive recommendations regarding plan design, fees, investments, participant engagement, and operational improvements.
Ensure high client retention through responsiveness, credibility, and consistent value delivery.
Manage escalations and complex service matters through resolution.

Retirement Plan Consulting

Advise clients on retirement plan best practices, regulatory changes, and fiduciary considerations.
Consult on plan design enhancements including Safe Harbor, profit sharing, eligibility, auto features, and plan optimization.
Coordinate benchmarking reviews, fee analysis, and vendor comparisons.
Partner with internal compliance teams regarding testing, corrections, audits, mergers, acquisitions, and plan terminations.
Help clients understand and maximize Navia’s bundled service model.

Growth & Revenue Responsibility

Identify opportunities to expand relationships through additional services, plan consolidations, and cross-selling Navia solutions.
Support finalist presentations, referrals, RFP responses, and new business opportunities.
Manage scope changes, pricing discussions, and profitability of assigned relationships.
Promote the OneNavia strategy by introducing complementary health and wealth services.

Operational Leadership

Coordinate internal resources across operations, compliance, participant services, payroll integration, and technology teams.
Ensure timely completion of deliverables including annual administration, notices, participant communications, and projects.
Advocate for clients internally while balancing operational efficiency and scalability.
Maintain accurate CRM and workflow documentation.

Participant Experience

Partner with internal teams to improve participant education, enrollment, and retirement readiness.
Support client requests for education meetings, re-enrollment campaigns, and communication strategies.
Help resolve escalated participant matters requiring white-glove service.

What We’re Looking For:

5+ years of experience in retirement plan relationship management, consulting, recordkeeping, or TPA compliance services.
Strong working knowledge of ERISA, IRS, DOL, fiduciary structures, and defined contribution plan operations.
Proven success managing high-value client relationships.
Strong executive presence with excellent verbal and written communication skills.
Ability to manage multiple priorities in a fast-paced environment.
Strong business acumen with ability to identify growth opportunities.
Experience with CRM/workflow systems such as Salesforce, PensionPro, Relius, FT Williams, etc.
ASPPA/NIPA credentials preferred (RPS, QKA, QKC, APA, CPC or equivalent).

Work Environment:
Candidates within 30 miles of one of our four office locations may be asked to come into the office for a hybrid schedule depending on the role.

Eligible candidates will reside in one of the following states: AZ, CA, CO, FL, GA, IA, IL, IN, KS, MA, ME, MI, MN, MO, MT, NC, ND, NE, NJ, NV, NY, OH, OR, PA, SD, TN, TX, UT, AND WA

Why Join Navia?

Impact: Play a pivotal role in supporting employers and employees nationwide.
Growth: Advance your skills with a team committed to excellence and innovation.
Culture: Join a company that values collaboration, innovation, and customer-first solutions.

Perks and Benefits:

Competitive Salary Range: $90-$125K
Generous health benefits
Company sponsored wellness benefits
Complimentary Life Insurance and Long-Term Disability Insurance
Paid time off
6 Paid Holidays & 2 Paid Floating Holidays
Work from home and hybrid schedules available!

Ready to Join Us?
Take the first step toward your new career in creating better lives —apply now!
For any questions or to check on your application, reach out to [email protected].

Please visit our career page and apply directly: www.naviabenefits.com/workatnavia

Not all positions allow for remote work, but those that do will only be available in the following states: AZ, CO, FL, GA, IL, IN, KS, MI, MN, MO, MT, NC, ND, NE, NJ, NV, NY, OH, PA, SD, TN, TX, UT.

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Have you consulted on retirement plan design features such as Safe Harbor, profit sharing, auto-enrollment, or eligibility changes?*

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Retirement Relationship Manager

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